NewEdge Advisors’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

NewEdge Advisors’s Portfolio FLMI Stock Details FLMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.31M	Buy	369,979 +85,207	+30%	+$2.13M	0.03%	530
2026 Q1	$7.06M	Buy	284,772 +58,394	+26%	+$1.46M	0.03%	560
2025 Q4	$5.63M	Buy	226,378 +82,179	+57%	+$2.04M	0.02%	612
2025 Q3	$3.57M	Buy	144,199 +46,223	+47%	+$1.12M	0.02%	759
2025 Q2	$2.38M	Buy	97,976 +93,876	+2,290%	+$2.26M	0.01%	854
2025 Q1	$100K	Buy	+4,100	New	+$101K	﹤0.01%	2289

Other funds holding FLMI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MAS

Meeder Advisory Services Dublin, Ohio $2.73B AUM 32.21% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

NewEdge Advisors's FLMI Position: Q2 2026 in Review

NewEdge Advisors increased its Franklin Dynamic Municipal Bond ETF (FLMI) stake by 30% in Q2 2026, buying an estimated $2.13M and bringing the position to 369,979 shares worth $9.31M. The position accounts for 0.03% of the portfolio, ranked #530.

NewEdge Advisors first reported a position in FLMI in Q1 2025 and has held it in 6 quarters since. 228 funds tracked by Wall St. Rank hold FLMI as of Q2 2026.

NewEdge Advisors held 369,979 shares of Franklin Dynamic Municipal Bond ETF worth $9.31M as of Q2 2026.
NewEdge Advisors bought 85,207 Franklin Dynamic Municipal Bond ETF shares in Q2 2026, an estimated $2.13M.
Franklin Dynamic Municipal Bond ETF made up 0.03% of NewEdge Advisors's portfolio in Q2 2026, its #530 holding.
NewEdge Advisors first reported a position in Franklin Dynamic Municipal Bond ETF in Q1 2025 and has held it in 6 quarters since.
228 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.